SWK β€” STANLEY BLACK & DECKER INC

Ownership history in Planning Capital Management Corp  Β·  3 quarters on record

AI Ownership Summary

Planning Capital Management Corp reported STANLEY BLACK & DECKER INC (SWK) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. The latest visible filing shows SWK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planning Capital Management Corp's position in STANLEY BLACK & DECKER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SWK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Planning Capital Management Corp held SWK β€” position size vs. price
% of Fund (quarterly)    SWK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 8 β€” 0% 0.00% $640 2024-08-12 $86.38
2024 Q1 UNCHANGED 8 β€” 0% 0.00% $784 2024-04-26 $82.55
2023 Q4 INITIATED 8 β€” β€” 0.00% $785 2024-02-14 $80.84

FAQ About Planning Capital Management Corp and SWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planning Capital Management Corp reported owning SWK?

Planning Capital Management Corp reported SWK across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SWK position in Planning Capital Management Corp's portfolio?

The largest reported portfolio weight for SWK was 0.00% in 2023 Q4.

What is the latest reported SWK position on this page?

The most recent filing on this page is 2024 Q2, when Planning Capital Management Corp reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $640.

What does the chart on this SWK ownership page compare?

The chart compares Planning Capital Management Corp's quarterly SWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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